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Manager, Advisory Services

  • Watrous, SK, Canada

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Job details

Experience
A post-secondary diploma or degree in a related field plus 7 years of related experience or an equivalent combination of education & experience
Posting language
English
Posted

Original job description

af-fin-i-ty (noun):

  1. a natural compatibility
  2. the name on our doors 

We want our employees to feel great coming to work so that’s why we give our talent the tools to excel. After all, a remarkable employee experience leads to extraordinary experiences for our members. If you have an affinity for working in a vibrant environment where your achievements are celebrated, then a career with us sounds like the perfect fit!

Lead a team of advisors as a Manager of Advisory Services at our Watrous, Strasbourg, Nokomis, & Colonsay locations. You’ll coach talent that delivers exceptional service & professional advice to our personal, commercial & agricultural members. Fuel your passion for growing relationships at Affinity, where our hearts, business and profits live in Saskatchewan.

What you’ll do:

  • Manage all aspects of the advice centre under a regional staffing model
  • Use metrics, performance indicators and CRM (Customer Relationship Management) tools to deliver a seamless member experience
  • Collaborate across regions to champion a member-centric culture focusing on sales, service, advice-giving & operational excellence
  • Fulfill reporting requirements and recommend improvements relating to performance, capacity, and risk management

What you’ll get:

  • The support to grow in your career with opportunities to advance
  • A competitive salary plus bonuses for your hard work
  • A total rewards package with health & dental benefits, pension & health spending account
  • Vacation time, personal days off & a paid volunteer day to maintain a healthy life/work balance
  • A referral bonus when you scout great talent & they join our team

What you’ve got:

  • A post-secondary diploma or degree in a related field plus 7 years of related experience or an equivalent combination of education & experience
  • Advanced knowledge of advice centre operations & financial products & services
  • Ability to successfully build, empower & focus a team to achieve results

So, what do you think? Does it sound like you’re a fit for this role? Throw your hat in the ring!
 
This position requires the submission of your Resume and Cover Letter stating how you meet the required qualifications in your application prior to the closing date of the position.


Posting Close Date: November 15, 2026.
More about this job

Responsibilities

Manage all aspects of the advice centre under a regional staffing model while coaching talent to deliver exceptional service. Collaborate across regions to champion a member-centric culture focused on sales, service, and operational excellence.

Requirements

Requires a post-secondary diploma or degree in a related field combined with at least 7 years of relevant experience. Candidates must possess advanced knowledge of advice centre operations and financial products.

Skills

  • Team management
  • Coaching
  • Financial products
  • Performance management
  • Risk management
  • Sales
  • Operational excellence
  • Reporting
  • Capacity planning
  • Member-centric culture
  • Financial services

Benefits

  • Health benefits
  • Dental benefits
  • Pension
  • Health spending account
  • Vacation time
  • Personal days off
  • Paid volunteer day
  • Referral bonus
  • Performance bonuses

Visa sponsorship

Not detected in the job text

Categories

  • Management & Leadership
  • Finance & Accounting
  • Customer Service & Support
  • Sales

Keywords

  • Advisory Services
  • Management
  • Advice Centre
  • CRM
  • Performance Indicators
  • Financial Products
  • Risk Management
  • Capacity Management
  • Member Experience
  • Sales
  • Operational Excellence
  • Coaching
  • Saskatchewan
  • Banking
  • Finance

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